Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$925,622
-30.3%
10,374
-25.7%
0.02%
-33.3%
Q2 2023$1,328,275
-4.2%
13,968
-5.7%
0.03%
-18.9%
Q1 2023$1,386,038
+3.7%
14,809
+1.2%
0.04%
+8.8%
Q4 2022$1,336,194
+8.7%
14,633
-1.9%
0.03%0.0%
Q3 2022$1,229,000
-4.8%
14,909
+2.8%
0.03%
+3.0%
Q2 2022$1,291,000
+15.6%
14,505
+33.0%
0.03%
+32.0%
Q1 2022$1,117,000
-11.1%
10,908
-9.3%
0.02%
-10.7%
Q4 2021$1,257,000
+2.5%
12,030
-1.2%
0.03%
-9.7%
Q3 2021$1,226,000
-16.1%
12,177
-12.2%
0.03%
-13.9%
Q2 2021$1,462,000
+16.0%
13,864
+10.9%
0.04%
+2.9%
Q1 2021$1,260,000
+38.6%
12,503
+11.8%
0.04%
+29.6%
Q4 2020$909,000
+30.8%
11,181
+97.0%
0.03%
+17.4%
Q3 2020$695,000
-3.3%
5,676
-4.9%
0.02%
-11.5%
Q2 2020$719,000
+15.6%
5,971
-4.0%
0.03%
-10.3%
Q1 2020$622,000
-43.9%
6,223
-9.7%
0.03%
-34.1%
Q4 2019$1,108,000
+19.3%
6,893
+11.4%
0.04%
+10.0%
Q3 2019$929,000
-3.3%
6,188
-4.3%
0.04%
-4.8%
Q2 2019$961,000
-1.4%
6,468
-2.2%
0.04%
-4.5%
Q1 2019$975,000
+9.7%
6,611
-1.9%
0.04%
-4.3%
Q4 2018$889,000
-67.8%
6,739
-59.3%
0.05%
-62.6%
Q3 2018$2,763,000
+81.4%
16,550
+77.4%
0.12%
+80.9%
Q2 2018$1,523,000
-7.5%
9,331
-14.5%
0.07%
-1.4%
Q1 2018$1,646,000
-6.1%
10,912
-4.3%
0.07%
-12.7%
Q4 2017$1,752,000
+39.9%
11,408
+35.1%
0.08%
+33.9%
Q3 2017$1,252,000
+14.2%
8,445
+7.8%
0.06%
+3.5%
Q2 2017$1,096,000
-20.4%
7,837
-21.1%
0.06%
-26.9%
Q1 2017$1,377,000
+2.5%
9,929
+3.5%
0.08%
-7.1%
Q4 2016$1,343,000
+19.7%
9,592
+6.7%
0.08%
+10.5%
Q3 2016$1,122,000
+47.1%
8,993
+37.6%
0.08%
+33.3%
Q2 2016$763,000
+60.6%
6,534
+56.0%
0.06%
+39.0%
Q1 2016$475,000
+40.1%
4,188
+33.5%
0.04%
+46.4%
Q4 2015$339,000
-32.9%
3,138
-34.9%
0.03%
-55.6%
Q3 2015$505,000
+5.4%
4,817
+18.4%
0.06%
+3.3%
Q2 2015$479,000
+44.7%
4,069
+46.6%
0.06%
+56.4%
Q1 2015$331,000
+30.8%
2,775
+29.2%
0.04%
-15.2%
Q4 2014$253,0002,1480.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders